At the end of the day, they're a distributor with a consulting/advisory piece attached.
They're obviously very good at what they do, but I can't think of many times where I've paid over 15x PAT and made 3x+ on my money. Given you're unlikely to get significant multiple expansion at that point (without a crazy growth rate), it's a difficult way to make money.
FWIW - I sold half of my position between $12-15 (and think this was a mistake). But I'm happy to wait for this to fall out of favour before re-adding that again.
DDR Price at posting:
$9.83 Sentiment: Hold Disclosure: Held
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